Practice Management Case Studies

Practice management case studies for growing advisory firms. Hiring, G2 transitions, fee optimization, and technology stack strategies that scale revenue.

170 case studies

Ferguson's 3-Year Advisor Development Program: 80% Retention

Explore Ferguson Estate Planning's advisor development program, boasting 80% retention, for long-term firm stability and talent retention.

Ferguson's M&A Integration: Seamless Transition, 95% Client Retention

Discover how Ferguson Estate Planning achieved 95% client retention through a seamless M&A integration process, minimizing disruption and retaining assets.

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Explore how Ferguson Estate Planning reduced costs by 15% by transitioning to a virtual-first practice model post-COVID, improving efficiency.

Practice Management Case Studies

Ferguson's 3-Year Advisor Development Program: 80% Retention

Ferguson's M&A Integration: Seamless Transition, 95% Client Retention

Ferguson's Post-COVID Virtual-First Practice: 15% Cost Reduction

G2 Succession Plan Ensures 98% Client Continuity for Montgomery

G2 Transition: Smoothing a 3-Year Leadership Handover

Granite Peak: 25% Revenue Boost After $200M Acquisition

Granite Peak: 40% Faster Client Onboarding With Automated Workflows

Granite Peak Advisors: $340K Tax Savings Through Fee Schedule Optimization

Granite Peak's Brand Differentiation: A Standout In A Crowded Market

Harrington Legacy Advisors: 40% Revenue Boost Per Advisor

Hybrid Meeting Model Reduces Operational Costs by 20% Annually

Improved Advisor Productivity by 35% with KPI Dashboards